Southern Capital Advisors
Latest statistics and disclosures from Southern Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSV, IVV, IJR, IEFA, IWP, and represent 50.72% of Southern Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: FSTA, IEFA, IYE, SYK, IYJ, IVV, IWP, IJR, IBB, BRK.B.
- Started 5 new stock positions in BRK.B, FLTB, FNDF, IYE, SYK.
- Reduced shares in these 10 stocks: IYG (-$6.0M), , NFLX, FTEC, INTU, IYC, FDIS, FCOM, ROK, GGLL.
- Sold out of its positions in COF, IYG, NFLX, ROK.
- Southern Capital Advisors was a net buyer of stock by $2.3M.
- Southern Capital Advisors has $214M in assets under management (AUM), dropping by -1.46%.
- Central Index Key (CIK): 0001909249
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Portfolio Holdings for Southern Capital Advisors
Southern Capital Advisors holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Vlu (IUSV) | 14.2 | $30M | 296k | 102.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 12.2 | $26M | +6% | 40k | 653.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 9.5 | $20M | +6% | 163k | 124.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 9.0 | $19M | +17% | 211k | 90.53 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 6.0 | $13M | +11% | 100k | 128.12 |
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| United Parcel Svcs CL B (UPS) | 4.2 | $9.1M | 92k | 98.38 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 3.2 | $6.8M | -18% | 33k | 208.05 |
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| Ishares Tr Us Industrials (IYJ) | 3.0 | $6.5M | +36% | 44k | 147.54 |
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| Ishares Core Msci Emkt (IEMG) | 2.6 | $5.7M | 81k | 69.75 |
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| Apple (AAPL) | 2.4 | $5.2M | 21k | 253.79 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.3 | $4.9M | -6% | 71k | 68.12 |
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| Ishares Tr Ishares Biotech (IBB) | 2.2 | $4.8M | +20% | 28k | 168.85 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $4.4M | 21k | 211.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $3.8M | 34k | 113.11 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 1.6 | $3.3M | +664% | 64k | 52.33 |
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| Procter & Gamble Company (PG) | 1.5 | $3.3M | 23k | 144.44 |
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| Ishares Tr Us Consum Discre (IYC) | 1.4 | $3.0M | -26% | 31k | 96.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $2.4M | +2% | 9.7k | 247.99 |
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| Ishares Tr U.s. Energy Etf (IYE) | 1.0 | $2.2M | NEW | 34k | 64.77 |
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| Stryker Corporation (SYK) | 1.0 | $2.1M | NEW | 6.4k | 328.59 |
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| Ge Aerospace Com New (GE) | 0.9 | $2.0M | +6% | 7.1k | 283.77 |
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| AFLAC Incorporated (AFL) | 0.9 | $2.0M | 18k | 109.71 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.9M | 20k | 97.23 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $1.7M | 4.0k | 436.78 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.7M | 4.5k | 370.15 |
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| Blackrock (BLK) | 0.7 | $1.4M | 1.5k | 961.95 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.6 | $1.3M | -21% | 14k | 93.26 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.1M | +3% | 6.5k | 174.40 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.1M | 8.9k | 124.28 |
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| Amazon (AMZN) | 0.5 | $1.0M | 5.0k | 208.26 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.0M | -4% | 6.0k | 169.65 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $917k | 1.3k | 697.76 |
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| Merck & Co (MRK) | 0.3 | $716k | 6.0k | 120.29 |
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| Tractor Supply Company (TSCO) | 0.3 | $689k | 15k | 45.30 |
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| Oracle Corporation (ORCL) | 0.3 | $654k | 4.4k | 147.11 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $650k | 2.2k | 294.18 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $649k | +4% | 5.5k | 117.67 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.3 | $649k | +5% | 4.0k | 164.20 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $640k | 9.1k | 70.36 |
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| Boeing Company (BA) | 0.3 | $633k | 3.2k | 199.03 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.3 | $605k | 12k | 49.41 |
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| Innovator Etfs Trust Power Buffer Set (PSTP) | 0.3 | $601k | 17k | 34.47 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $589k | 17k | 35.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $558k | +2% | 1.9k | 286.80 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $494k | 2.6k | 192.87 |
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| First Horizon National Corporation (FHN) | 0.2 | $485k | 21k | 22.76 |
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| Direxion Shares Etf Trust Dly Googl Bul 2x (GGLL) | 0.2 | $478k | -24% | 6.1k | 78.04 |
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| Johnson & Johnson (JNJ) | 0.2 | $450k | 1.8k | 244.45 |
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| Home Depot (HD) | 0.2 | $441k | +3% | 1.3k | 328.92 |
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| Ge Vernova (GEV) | 0.2 | $438k | 502.00 | 872.10 |
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| Lowe's Companies (LOW) | 0.2 | $421k | 1.8k | 236.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $411k | 956.00 | 430.29 |
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| Amgen (AMGN) | 0.2 | $411k | 1.2k | 351.85 |
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| International Business Machines (IBM) | 0.2 | $410k | 1.7k | 242.38 |
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| Meta Platforms Cl A (META) | 0.2 | $408k | -14% | 713.00 | 571.84 |
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| Chevron Corporation (CVX) | 0.2 | $381k | -7% | 1.8k | 206.89 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $374k | 4.0k | 92.75 |
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| Kinder Morgan (KMI) | 0.2 | $361k | 11k | 33.53 |
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| Kraft Heinz (KHC) | 0.2 | $349k | 16k | 22.49 |
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| AutoZone (AZO) | 0.2 | $338k | 100.00 | 3377.78 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $328k | 998.00 | 328.53 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $326k | +3% | 502.00 | 650.25 |
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| Regions Financial Corporation (RF) | 0.2 | $324k | 12k | 26.12 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $323k | +16% | 700.00 | 460.99 |
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| Bank of America Corporation (BAC) | 0.1 | $298k | 6.1k | 48.75 |
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| Intuit (INTU) | 0.1 | $296k | -82% | 685.00 | 432.65 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $291k | 1.7k | 175.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $288k | NEW | 600.00 | 479.20 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $286k | 6.4k | 44.62 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $279k | 2.0k | 142.43 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $276k | 5.0k | 55.24 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $274k | 1.0k | 262.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $272k | 946.00 | 287.24 |
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| Abbvie (ABBV) | 0.1 | $263k | 1.2k | 217.56 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $255k | 374.00 | 682.24 |
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| Flagstar Bank National Assoc Com New (FLG) | 0.1 | $246k | 19k | 13.17 |
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| Coca-Cola Company (KO) | 0.1 | $229k | 3.0k | 76.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $229k | 796.00 | 287.74 |
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| Tesla Motors (TSLA) | 0.1 | $218k | 586.00 | 371.95 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $217k | NEW | 4.3k | 50.27 |
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| McDonald's Corporation (MCD) | 0.1 | $215k | 692.00 | 310.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $211k | 3.1k | 67.53 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $202k | NEW | 4.1k | 48.93 |
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| At&t (T) | 0.1 | $201k | -24% | 6.9k | 28.99 |
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| Transocean Registered Shs (RIG) | 0.0 | $86k | -62% | 13k | 6.63 |
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Past Filings by Southern Capital Advisors
SEC 13F filings are viewable for Southern Capital Advisors going back to 2021
- Southern Capital Advisors 2026 Q1 filed April 16, 2026
- Southern Capital Advisors 2025 Q4 filed Jan. 28, 2026
- Southern Capital Advisors 2025 Q3 filed Nov. 4, 2025
- Southern Capital Advisors 2025 Q2 filed July 16, 2025
- Southern Capital Advisors 2025 Q1 filed April 23, 2025
- Southern Capital Advisors 2024 Q4 filed Jan. 23, 2025
- Southern Capital Advisors 2024 Q3 filed Oct. 24, 2024
- Southern Capital Advisors 2024 Q2 filed July 25, 2024
- Southern Capital Advisors 2024 Q1 filed May 3, 2024
- Southern Capital Advisors 2023 Q4 filed Jan. 22, 2024
- Southern Capital Advisors 2023 Q3 filed Oct. 31, 2023
- Southern Capital Advisors 2023 Q2 filed Aug. 3, 2023
- Southern Capital Advisors 2023 Q1 filed April 27, 2023
- Southern Capital Advisors 2022 Q4 filed Jan. 20, 2023
- Southern Capital Advisors 2022 Q3 filed Oct. 20, 2022
- Southern Capital Advisors 2022 Q2 filed July 20, 2022